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Investment Fee Impact Calculator

See exactly how much a fund's fee is costing you over time, compared to a low-cost alternative — the difference is bigger than most people expect.

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years
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Your results

With current fee

$344,424

With low-cost fund

$423,917

Cost of fees

$79,493

Those fees are quietly taking 19% of what your balance could have been — for doing nothing more than sitting in a higher-cost fund.

  • Current fee
  • Low-cost fund
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Financial Intelligence

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